WCIRB Connect® is a powerful tool that provides online access to information and data for insurers, agents and brokers, and other authorized users. If you are a WCIRB member that uses third party entities (TPE), including third party administrators, managing general agents (MGAs), data submitters and fee audit companies to act on your behalf for purposes of data submissions, premium auditing and communicating with the WCIRB, you can authorize your TPE to access rate sheets, inspection reports, experience modifications and other policyholder information, and policy and unit statistical report information for your policyholders through WCIRB Connect.
To authorize access, insurers must complete Form 902 Third Party Entity Registration and execute a Consent to Use Third Party Entity and Agreement to Indemnify for each TPE. Once the agreement is in place and any necessary system testing is complete, the WCIRB will accept certain types of information and data, including policy forms, unit statistical reports, aggregate financial information, medical transaction data, and related correspondence from TPEs. In addition—pursuant to the applicable authorization—the WCIRB will release certain information and data to authorized TPEs, will communicate with TPEs, and facilitate access to WCIRB Connect.
Regardless of which configuration option the insurer selects for its TPEs, all TPE accounts include access to basic policyholder information such as:
In addition to this basic policyholder information, insurers may choose to grant access to additional information for their TPEs by selecting from one of the three different TPE access options.
The exhibit below summarizes each of the TPE options available in the WCIRB Connect. (Click here for a bigger view of the image.)
To learn more about using third parties, see the Using Third Parties page on the WCIRB website (www.wcirb.com). If you are a third party data submitter, MGA, fee auditor or other TPE and would like to access WCIRB Connect, contact the WCIRB member you provide services for and discuss WCIRB Connect access. Only WCIRB members may request TPE access to WCIRB Connect.
If you have a topic that you would like covered in a future News and Notes, email communications@wcirb.com.